Maximiliano G Briones
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Mar 2026 to now
- Goldman Sachs & Co. LLCJan 2026 to now
- UnemployedOct 2025 to Jan 2026
- Advantage XpoJul 2024 to Oct 2025
- UnemployedMay 2024 to Jul 2024
- San Jose State UniversityJan 2022 to May 2024
- InstacartJan 2020 to Aug 2020
- Imperial Valley CollegeAug 2019 to Dec 2021
- Southwest High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7967318
- Firm CRD
- 106693